Sigma Investment Counselors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sigma Investment Counselors’s Portfolio AMJ Stock Details AMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,090	Closed	-$203K	–	165
2019 Q2	$203K	Hold	8,090	–	–	0.02%	157
2019 Q1	$206K	Buy	+8,090	New	+$202K	0.03%	152
2017 Q3	–	Sell	-6,795	Closed	-$202K	–	138
2017 Q2	$202K	Hold	6,795	–	–	0.03%	127
2017 Q1	$219K	Buy	6,795 +350	+5%	+$11.4K	0.03%	127
2016 Q4	$204K	Sell	6,445 -150	-2%	-$4.58K	0.03%	123
2016 Q3	$208K	Buy	+6,595	New	+$207K	0.03%	119
2015 Q1	–	Sell	-32,500	Closed	-$1.49M	–	116
2014 Q4	$1.49M	Sell	32,500 -2,000	-6%	-$97.8K	0.28%	67
2014 Q3	$1.83M	Hold	34,500	–	–	0.35%	64
2014 Q2	$1.81M	Buy	34,500 +150	+0.4%	+$7.39K	0.35%	62
2014 Q1	$1.6M	Sell	34,350 -1,425	-4%	-$65.7K	0.32%	63
2013 Q4	$1.66M	Sell	35,775 -1,000	-3%	-$45.1K	0.36%	64
2013 Q3	$1.64M	Sell	36,775 -210	-0.6%	-$9.66K	0.38%	63
2013 Q2	$1.73M	Buy	+36,985	New	+$1.71M	0.45%	61

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Sigma Investment Counselors's AMJ Position: Q3 2019 in Review

Sigma Investment Counselors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 8,090 shares — an estimated $203K sold.

Sigma Investment Counselors first reported a position in AMJ in Q2 2013 and held it in 13 quarters. The position peaked at $1.83M in Q3 2014. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

Sigma Investment Counselors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
Sigma Investment Counselors sold 8,090 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $203K.
Sigma Investment Counselors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 13 quarters.
Sigma Investment Counselors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.83M in Q3 2014.
267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Sigma Investment Counselors's 13F filing for Q3 2019, filed 18 Oct 2019.